UTI-Transportation & Logistics Fund - Direct (G) logo

UTI Transportation & Logistics Fund Direct Growth

NAV ₹339.20 as on 17 Nov 2025

RiskVery High

Fund Size₹4,008.33Cr

NAV₹339.20 as on 17 Nov 2025
RiskVery High
Fund Size₹4,008.33Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.

Basic Details

Age

12 years 10 months (Since Jan 01, 2013)

Return since Launch

19.89%

Expense ratio

0.82%

Type

OPEN

AUM (Fund Size)

₹4,008.33

Risk Grade

Very High

Benchmark

Nifty Transportation & Logistics TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Sachin Trivedi

Experience:

He began his career in June 2001, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portfolio responsibility and is the Co - Fund Manager - UTI Energy Fund.

Asset Allocation

Net CA & Others 5.16%

Gsec2029 0.13%

TVS Motor Co. 0.04%

C C I 0.02%

See All
Scheme Holding Summary

Debt Others

5.16%

Tyres

4.25%

Govt. Securities

0.13%

Preference n Warrants

0.04%

Fixed Deposits

0.02%

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#7 in India
Total AUM₹3,79,175.93Cr
Date of Incorporation14 Nov 2002
UTI Transportation & Logistics Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹3,79,175.93 Cr and the Latest NAV as of 17 Nov 2025 is ₹339.20.
The UTI Transportation & Logistics Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹5,000. Exit load of 1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment..
...Read more
Returns and Rankings

Category: Equity Sectoral / Thematic

1Y3Y5YAll
Fund returns20.46%8%4.83%1.52%
Category average8.02%6.14%3.98%-
Rank within category142026-

FAQ’s

What kind of returns does UTI Transportation & Logistics Fund Direct Growth provide?

UTI Transportation & Logistics Fund Direct Growth has given a return of 25.98% in the past 3 years.

What is the expense ratio charged by UTI Transportation & Logistics Fund Direct Growth?

The Expense Ratio charged by UTI Transportation & Logistics Fund Direct Growth is 0.82%.

What is the AUM size of UTI Transportation & Logistics Fund Direct Growth?

The AUM size of UTI Transportation & Logistics Fund Direct Growth is ₹4,008.33Cr.

What is the minimum SIP amount that you can invest in UTI Transportation & Logistics Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in UTI Transportation & Logistics Fund Direct Growth .

What are the top stock holdings of UTI Transportation & Logistics Fund Direct Growth?

The top stock holdings of UTI Transportation & Logistics Fund Direct Growth include , Mahindra & Mahindra Ltd , Maruti Suzuki India Ltd , Eicher Motors Ltd and Bajaj Auto Ltd.

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.